Supplier invoice matching to purchase orders

Purpose

1.1. Automate the process of matching supplier invoices to purchase orders for glassware wholesalers, eliminating manual data entry and reducing errors.
1.2. Automated invoice and order-matching ensures accounts payable accuracy, prevents duplicate or fraudulent invoice payments, and streamlines the reconciliation of goods receipt with supplier billing.
1.3. Automation supports integration with supplier portals, ERP, procurement systems, document management, and compliance audit trails for wholesale distribution of glassware.

Trigger Conditions

2.1. Automatedly triggered by receipt of a new supplier invoice via email, EDI, or upload to a designated document folder.
2.2. Automation start on entry of goods receipt in the procurement/ERP system.
2.3. Automates when a new purchase order status changes to "awaiting invoice matching."
2.4. Automated reminder if invoice and PO are unmatched after a set duration.

Platform Variants

3.1. SAP Business One
• Feature/Setting: B1IF Integration Framework – automate Invoice-to-PO matching via Service Layer API (POST/GET /Invoices, /PurchaseOrders).
3.2. Microsoft Dynamics 365
• Feature/Setting: Power Automate flow using Dataverse connector, trigger on Purchase Invoice and automate FetchXML to match PO.
3.3. Oracle NetSuite
• Feature/Setting: SuiteScript 2.0 scheduled script; automate search/filter on transaction records, Invoice and PO join.
3.4. QuickBooks Online
• Feature/Setting: API endpoint /invoices & /purchaseorders, automatedly matching entries via webhook updates.
3.5. Xero
• Feature/Setting: Automate via Xero API’s GET /invoices and /purchaseorders, matching by invoice number and PO reference.
3.6. Zoho Books
• Feature/Setting: Automator flow using Zoho Books API: List Invoices & POs, match via custom function.
3.7. Odoo
• Feature/Setting: Automated action using Odoo XML-RPC API, scheduled server action on Invoice creation.
3.8. Sage Intacct
• Feature/Setting: Smart Rules to automate matching; API integration via GET/POST on APBILL and PO documents.
3.9. FreshBooks
• Feature/Setting: API automation and webhook for new invoice, matching to PO reference using GET /invoices and /expenses.
3.10. Coupa
• Feature/Setting: Open API /invoices, /purchase_orders endpoints; automate matching logic with PO field mapping.
3.11. Bill.com
• Feature/Setting: API endpoint for bills and PO, webhook trigger on new bill received, automatedly compare fields.
3.12. Kissflow
• Feature/Setting: Automate invoice-to-PO workflow with API task blocks.
3.13. DocuWare
• Feature/Setting: Automated DocuWare Workflow for document matching rules.
3.14. TradeGecko (QuickBooks Commerce)
• Feature/Setting: API GET /purchase_orders and /invoices, automate via status change webhook.
3.15. Cin7
• Feature/Setting: Automated API access for Invoices and Purchase Orders; webhook for PO updates.
3.16. Epicor ERP
• Feature/Setting: Service Connect workflow automator for invoice matching.
3.17. Microsoft Power Automate
• Feature/Setting: Cloud flow with conditionals for matching invoice and PO records across systems.
3.18. UiPath
• Feature/Setting: Automated RPA process for reading PDF invoices, searching for PO matches in ERP via API.
3.19. ABBYY FlexiCapture
• Feature/Setting: Automator for data capture and straight-through processing to match POs.
3.20. MuleSoft
• Feature/Setting: Automated API orchestration between invoice and PO endpoints for reconciliation flows.
3.21. SAP Ariba
• Feature/Setting: REST API process integration for automating invoice-to-PO compliance checks.
3.22. IBM FileNet
• Feature/Setting: Automation workflow to match incoming invoices with existing PO documents in the repository.
3.23. Basware
• Feature/Setting: Automates Invoice Matching engine using Basware API, configured thresholds and rules.

Benefits

4.1. Automates manual matching, saving hours and lowering staff costs.
4.2. Reduces payment errors and prevents fraudulent invoices through reliable automated checks.
4.3. Completes three-way matching for compliance and audit automation.
4.4. Improves vendor relationships via faster invoice processing and automated dispute resolution.
4.5. Provides real-time dashboard for unmatched invoices using automation-driven notifications.
4.6. Enables scalable, automatable growth as invoice volume increases.